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9755 Sw Barnes Rd Suite 610, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-23 |
Branch Locations
15 Sw Colorado Ave Ste 4, Bend, OR 97702 • United States
9755 Sw Barnes Rd Suite 610, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 01/2022 | 09/2022 |
| Westminster College | Salt Lake City | UT | 05/2016 | 06/2020 |
| Windermere Real Estate | Salt Lake City | UT | 06/2020 | 06/2021 |
| Unemployed | Salt Lake City | UT | 06/2021 | 01/2022 |
| Snow Bird | Salt Lake City | UT | 11/2017 | 02/2018 |
| Sports Den | Salt Lake City | UT | 10/2018 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 03/2023 | 12/2024 |
| Northline Wealth Management | Bend | OR | 09/2022 | 03/2023 |
| Bank Of America, N.A. | Salt Lake City | UT | 05/2023 | 12/2024 |
| Northline Wealth Management Llc | Bend | OR | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
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